R.H. Bluestein & Co’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $934K | Buy |
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|
2022
Q2 | $932K | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $704K | Sell |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $857K | Buy |
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|
2021
Q1 | $559K | Buy |
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|
2020
Q4 | $419K | Buy |
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|
2020
Q3 | $338K | Sell |
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|
2020
Q2 | $340K | Sell |
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|
2020
Q1 | $376K | Sell |
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|
2019
Q4 | $821K | Buy |
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|
2019
Q3 | $580K | Buy |
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